We are live on ! Find out more
TDVG icon

T. Rowe Price Dividend Growth ETF

28 hedge funds and large institutions have $30.6M invested in T. Rowe Price Dividend Growth ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $25.5M → $30.6M (+$5.14M)

3.47% more ownership

Funds ownership: 20.43%23.9% (+3.5%)

0% more funds holding

Funds holding: 2828 (0)

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
14
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Continuum Advisory
Idaho
$7.62M +$1.3M +39,089 +19%
SWA
2
Stratos Wealth Advisors
Ohio
$3.13M -$42.2K -1,269 -1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.87M +$819K +24,636 +41%
SB
4
Strategic Blueprint
Georgia
$2.41M +$299K +8,983 +14%
GSAM
5
Grant Street Asset Management
Pennsylvania
$2.29M +$743K +22,324 +49%
ELI
6
Empire Life Investments
Ontario, Canada
$2.02M +$2M +60,200 New
CA
7
Cornerstone Advisory
Maryland
$1.43M -$38.3K -1,152 -3%
FCG
8
Financial Connections Group
California
$1.33M +$1M +30,101 +320%
WWM
9
Windsor Wealth Management
Indiana
$1.06M -$196K -5,899 -16%
FFWM
10
Future Financial Wealth Management
Ohio
$1.01M +$44.5K +1,339 +5%
SFA
11
Souders Financial Advisors
Ohio
$842K +$834K +25,076 New
Truist Financial
12
Truist Financial
North Carolina
$794K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$793K +$71.3K +2,142 +10%
DAS
14
Dynamic Advisor Solutions
Arizona
$586K +$580K +17,443 New
LPL Financial
15
LPL Financial
California
$513K +$2.13K +64 +0.4%
CAN
16
Cetera Advisor Networks
California
$450K +$242K +7,278 +119%
AIP
17
Ahrens Investment Partners
Louisiana
$329K +$9.71K +292 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$261K +$228K +6,859 +752%
GWM
19
Geneos Wealth Management
Colorado
$260K +$10.3K +310 +4%
CAM
20
Cozad Asset Management
Illinois
$235K +$233K +6,997 New
IA
21
IFP Advisors
Florida
$206K +$228K +6,854 +556%
Osaic Holdings
22
Osaic Holdings
Arizona
$85K +$14.9K +448 +22%
CAL
23
Capital Analysts LLC
Pennsylvania
$29K
APA
24
American Portfolios Advisors
New York
$25.2K +$24.9K +750 New
AF
25
Allworth Financial
California
$17K +$16.6K +500 New

TDVG Hedge Fund Activity: Q1 2022 in Review

28 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in T. Rowe Price Dividend Growth ETF (TDVG) for Q1 2022, worth a combined $30.6M — up 20% from $25.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TDVG positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 5 trimmed.

The largest buyer was Empire Life Investments, opening a new position worth an estimated $2M. The largest seller was Laurel Wealth Advisors (California), exiting entirely with an estimated $654K sold.

  • 28 institutional investors held T. Rowe Price Dividend Growth ETF (TDVG) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $30.6M of T. Rowe Price Dividend Growth ETF stock for Q1 2022, up 20% quarter-over-quarter.
  • 6 funds opened new T. Rowe Price Dividend Growth ETF positions in Q1 2022 and 4 closed out, a net change of +2 holders.
  • The largest T. Rowe Price Dividend Growth ETF buyer in Q1 2022 was Empire Life Investments, an estimated $2M added.
  • The largest T. Rowe Price Dividend Growth ETF seller in Q1 2022 was Laurel Wealth Advisors (California), an estimated $654K sold.

Based on aggregated 13F filings for Q1 2022.